MISSION WEALTH MANAGEMENT, LP Q1 2022 Filing
Filed April 25, 2022
Portfolio Value
$2.2B
Holdings
500
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (500 positions)
| Stock | Value |
|---|---|
VTVVANGUARD INDEX FDS | $208.1M |
VUGVANGUARD INDEX FDS | $197.5M |
VBVANGUARD INDEX FDS | $123.0M |
AQLTISHARES TR | $91.2M |
AAPLAPPLE INC | $88.4M |
BNDVANGUARD BD INDEX FDS | $76.9M |
VTIVANGUARD INDEX FDS | $67.1M |
MSFTMICROSOFT CORP | $64.0M |
CMFISHARES TR | $54.9M |
SPIBSPDR SER TR | $53.9M |
VMBSVANGUARD SCOTTSDALE FDS | $53.5M |
ITOTISHARES TR | $43.5M |
VEAVANGUARD TAX-MANAGED INTL FD | $40.7M |
IJRISHARES TR | $37.8M |
TSLATESLA INC | $37.3M |
SUSAISHARES TR | $33.4M |
IEMGISHARES INC | $30.5M |
TTDTHE TRADE DESK INC | $26.0M |
VWOVANGUARD INTL EQUITY INDEX F | $23.5M |
USRTISHARES TR | $22.7M |
NUSCNUSHARES ETF TR | $21.7M |
MUBISHARES TR | $21.4M |
AMZNAMAZON COM INC | $20.5M |
SCZISHARES TR | $16.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $14.3M |
SRLNSSGA ACTIVE ETF TR | $13.9M |
ESGEISHARES INC | $13.2M |
JNJJOHNSON & JOHNSON | $12.3M |
NVDANVIDIA CORPORATION | $12.1M |
SPYSPDR S&P 500 ETF TR | $11.9M |
GOOGALPHABET INC | $11.6M |
UNHUNITEDHEALTH GROUP INC | $11.2M |
VNQVANGUARD INDEX FDS | $11.0M |
SDGISHARES TR | $10.2M |
IWFISHARES TR | $10.1M |
ESGDISHARES TR | $9.9M |
AMATAPPLIED MATLS INC | $9.7M |
SCHCSCHWAB STRATEGIC TR | $9.7M |
ISRGINTUITIVE SURGICAL INC | $8.8M |
HDHOME DEPOT INC | $8.3M |
DWMWISDOMTREE TR | $8.2M |
DFAIDIMENSIONAL ETF TRUST | $7.8M |
VYMVANGUARD WHITEHALL FDS | $7.8M |
SCHFSCHWAB STRATEGIC TR | $7.8M |
EWEDWARDS LIFESCIENCES CORP | $7.4M |
BABOEING CO | $6.9M |
DFAUDIMENSIONAL ETF TRUST | $6.7M |
DFASDIMENSIONAL ETF TRUST | $6.5M |
IYRISHARES TR | $6.3M |
SHWSHERWIN WILLIAMS CO | $6.1M |
AGGISHARES TR | $5.9M |
VEEVVEEVA SYS INC | $5.9M |
DISDISNEY WALT CO | $5.5M |
NOWSERVICENOW INC | $5.4M |
EFAISHARES TR | $5.3M |
ABBVABBVIE INC | $4.9M |
FITBFIFTH THIRD BANCORP | $4.9M |
PGPROCTER AND GAMBLE CO | $4.9M |
GOOGLALPHABET INC | $4.8M |
—HELIOGEN INC | $4.6M |
NDQINVESCO QQQ TR | $4.6M |
JPSTJ P MORGAN EXCHANGE-TRADED F | $4.5M |
VOOVANGUARD INDEX FDS | $4.5M |
IVVISHARES TR | $4.5M |
DFUSDIMENSIONAL ETF TRUST | $4.3M |
JMSTJ P MORGAN EXCHANGE-TRADED F | $4.3M |
XOMEXXON MOBIL CORP | $4.2M |
BBHYJ P MORGAN EXCHANGE-TRADED F | $4.1M |
PFEPFIZER INC | $4.1M |
NFLXNETFLIX INC | $4.1M |
MCDMCDONALDS CORP | $4.0M |
VWOBVANGUARD WHITEHALL FDS | $4.0M |
COSTCOSTCO WHSL CORP NEW | $4.0M |
SCHASCHWAB STRATEGIC TR | $3.8M |
SCHXSCHWAB STRATEGIC TR | $3.8M |
IWDISHARES TR | $3.5M |
TPLTEXAS PACIFIC LAND CORPORATI | $3.5M |
VNQIVANGUARD INTL EQUITY INDEX F | $3.5M |
WFCWELLS FARGO CO NEW | $3.5M |
CVXCHEVRON CORP NEW | $3.4M |
PEPPEPSICO INC | $3.4M |
XELXCEL ENERGY INC | $3.2M |
JPMJPMORGAN CHASE & CO | $3.2M |
VVISA INC | $3.1M |
CMECME GROUP INC | $3.1M |
NULVNUSHARES ETF TR | $3.0M |
NKENIKE INC | $2.9M |
DFACDIMENSIONAL ETF TRUST | $2.9M |
DLNWISDOMTREE TR | $2.8M |
APPFAPPFOLIO INC | $2.8M |
ICLNISHARES TR | $2.6M |
IWVISHARES TR | $2.6M |
NEENEXTERA ENERGY INC | $2.6M |
INTCINTEL CORP | $2.5M |
AMGNAMGEN INC | $2.5M |
DFAEDIMENSIONAL ETF TRUST | $2.5M |
DHRDANAHER CORPORATION | $2.5M |
METAMETA PLATFORMS INC | $2.4M |
CSCOCISCO SYS INC | $2.4M |
CNCCENTENE CORP DEL | $2.3M |
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